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Client Relations Analyst
4 months ago
PRIMARY RESPONSIBILITIES:
• Prepares documents for presenting risks to market
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports under supervision.
• Records data into the appropriate insurance company and firm software programs.
• Runs monthly cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segment and processes.
KNOWLEDGE, SKILLS & ABILITIES:
• Strong analytical, research and problem-solving skills
• High attention to detail.
• Strong verbal and written communications skills.
EDUCATION & EXPERIENCE:
• One to two years' experience in the insurance industry.
• Current Florida 4-40 License, as required by the State Department of Insurance, to effectively service clients..
• Basic understanding of insurance coverages, preferred.
• Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems
ELIGIBLE FOR CHARTER SCHOOL
Special Working Conditions:
- Fast paced, multi-tasking environment.
Important Notice:
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.
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